Hni Acquisition

Position:Relationship Manager High Net Worth Individuals(HNI)Location:DelhiShianHR a leading recruitment agency is currently seeking a talentedRelationship Manager specializing in High Net Worth Individuals(HNIs) for our esteemed client. This role presents an excitingopportunity to join a dynamic team dedicated to providing tailoredfinancial solutions to our...

Title - Derivative Sales Specialist - UHNI/HNI Client AcquisitionJob Summary:We are seeking a highly motivated and experienced Derivative Sales Specialist to join our team. The primary responsibility of this role is to acquire and manage Ultra High Net Worth Individuals (UHNIs) and High Net Worth Individuals (HNIs) as clients for our derivatives products....

Title -Derivative Sales Specialist - UHNI/HNI Client AcquisitionJob Summary:We are seeking a highly motivated and experienced Derivative Sales Specialist to join our team. The primary responsibility of this role is to acquire and manage Ultra High Net Worth Individuals (UHNIs) and High Net Worth Individuals (HNIs) as clients for our derivatives products. The...

**Roles and Responsibilities** a) Identify & touch base with existing & Acquisition of new client ,to get business from them, to increase net sales & AUM. Ensuring the overall wealth solutions to HNI customers by show casing all investment vehicles MF, PMS debt and equity, RE etc. **Perks and Benefits** - Role:_Retail Sales - Salary:_ 4.5-9.5 Lacs P.A. -...

Wealth Manager Roles and Responsibilities: Acquiring HNI/ UHNI clients through networking, database, market analysis, and references Maintain client relationships and generate AUM from HNI/Ultra HNI clients Achieve the financial goals of the clients through various product line Key products are - MF, Bonds, AIF, Unlisted shared, Trading Equity,...

Responsibilities -  Raise /manage a portfolio of INR 5cr for the organisation across themes. Which includes developing unique value propositions for potential champions and managing end to end strategic partnership. Support the development of an effective donor engagement strategy leveraging existing fundraising teams and other themes. make a timebound...

Wealth Manager-Cluster Head-Playing & Non Playing Captain profile-Financial Services Firm-(Private Wealth Division)Job Description: Wealth Manager Roles and Responsibilities:- Acquisition of Private Wealth clients through networking, database, market analysis, and references- Maintain client relationships and generate AUM (Mutual fund, PMS, Insurance,...

Wealth Manager-Cluster Head-Playing & Non Playing Captain profile-Financial Services Firm-(Private Wealth Division)Job Description: Wealth Manager Roles and Responsibilities:- Acquisition of Private Wealth clients through networking, database, market analysis, and references- Maintain client relationships and generate AUM (Mutual fund, PMS, Insurance,...

Client Acquisition and Relationship Management:- Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate...

Job Role: Gold Loan ManagerAbout this jobRoles & Responsibilities: Sourcing/Acquisition of Gold loan Customers at Customer Doorsteps  Deliver Monthly targets by meeting and converting assigned leads  Responsible for appraising the Gold Ornaments & verify KYC at Customers doorstep Responsible to travel within assigned territory/area for disbursing loans as...

Hiring For Leading AMC Company - ON Role To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.- Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships.- Profiling customers and provide...

Hiring For Leading AMC Company - ON Role To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide...

About the Role:BDM – Premium Acquisition is part of the Bank's frontline sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities in the Affluent to HNI customer segmentKey Responsibilities :-Responsible for acquisition of Premium Customers. Average Relationship Value of these customers should be...

About the Role: BDM – Premium Acquisition is part of the Bank's frontline sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities in the Affluent to HNI customer segment Key Responsibilities : Responsible for acquisition of Premium Customers. Average Relationship Value of these customers should...

Job Role: Gold Loan Manager About this job Roles & Responsibilities: Sourcing/Acquisition of Gold loan Customers at Customer Doorsteps  Deliver Monthly targets by meeting and converting assigned leads  Responsible for appraising the Gold Ornaments & verify KYC at Customers doorstep Responsible to travel within assigned territory/area for disbursing loans...

Role & Responsibilities: - Drive business by identifying and selling prospects and maintaining relationships with clients - Closely keep an eye on competitor Market. - Develop a strong network with Contractor, Builder\'s, HNI Clients, Architect etc. - Generate Business, Payment follow up etc. - Maintain quality service by establishing and enforcing...

This is an individual role. (Not a team-leading one)- Local candidates will be considered.- Minimum experience of 4 years & above in Wealth Sales.- Candidates with Wealth Management experience will only be considered.- Client acquisition, activation of inactive clients, client retention.- 360-degree Financial planning of HNI, UHNI and Corporate clients.-...

This is an individual role. (Not a team-leading one) Local candidates will be considered. Minimum experience of 4 years & above in Wealth Sales. Candidates with Wealth Management experience will only be considered. Client acquisition, activation of inactive clients, client retention. 360degree Financial planning of HNI, UHNI and Corporate clients. Analyzing...

Role/Job Title:  Partner - First Private Function/Department: Retail Liabilities Job Purpose: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income Roles & Responsibilities: ...

Drive business by identifying and selling prospects and maintaining relationships with clients - Closely keep an eye on competitor Market. - Develop a strong network with Contractor, Builder\'s, HNI Clients, Architect etc. - Generate Business, Payment follow up etc. - Maintain quality service by establishing and enforcing organization standards. - Must have:...